Houlihan Lokey Advises Fountainhead Advisors

Houlihan Lokey is pleased to announce that Fountainhead Advisors (Fountainhead), an independent wealth management firm headquartered in Warren, New Jersey, with more than $1.2 billion in RAUM, has partnered with Lido Advisors (Lido), a leading national wealth advisory firm with more than $38 billion in RAUM.*

Fountainhead delivers bespoke wealth planning and investment strategies to a sophisticated and growing client base.

“Like Lido, Fountainhead was founded by experienced fiduciaries with a shared mission—to help families grow, maximize, and protect their legacy,” said Ken Stern, President of Lido. “This partnership expands our national footprint in two key markets and adds a team deeply aligned in culture, values, and vision. Together, we’re focused on creating exceptional value and meaningful experiences for our clients. It’s a natural fit, and we’re thrilled to empower the Fountainhead team as they continue guiding families across generations.”

Fountainhead, which also operates an office in San Ramon, California, is known for its planning-first approach and deep expertise in insurance strategies. The firm’s advisors work closely with high-net-worth families to simplify the complexities of wealth and craft personalized, enduring financial outcomes.

Houlihan Lokey acted as financial advisor to Fountainhead.

*Regulatory assets under management, as of September 30, 2025.

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